Heirloom Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Heirloom Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-63,391	Closed	-$9.29M	–	94
2026 Q1	$9.29M	Buy	+63,391	New	+$9.78M	1.67%	20
2025 Q4	–	Sell	-70,549	Closed	-$9.82M	–	47
2025 Q3	$9.82M	Buy	+70,549	New	+$9.55M	2.37%	16
2023 Q4	–	Sell	-31,720	Closed	-$4.08M	–	58
2023 Q3	$4.08M	Buy	+31,720	New	+$4.21M	1.81%	20
2022 Q1	–	Sell	-50,627	Closed	-$6.53M	–	38
2021 Q4	$6.53M	Buy	+50,627	New	+$6.72M	5.6%	7

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Heirloom Wealth Management's XLV Position: Q2 2026 in Review

Heirloom Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 63,391 shares — an estimated $9.29M sold.

Heirloom Wealth Management first reported a position in XLV in Q4 2021 and held it in 4 quarters. The position peaked at $9.82M in Q3 2025. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Heirloom Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Heirloom Wealth Management sold 63,391 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.29M.
Heirloom Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Heirloom Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $9.82M in Q3 2025.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.